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ANWPX vs JOGIX
ANWPX vs JOGIX Comparison
Open Charts ANWPX vs JOGIX
American Funds New Perspective A
Price$58.65
Change+$4.28 (+7.87%)
VolumeN/A
Net Assets122.54B
JOHCM Global Select Institutional
Price$9.97
Change+$0.72 (+7.78%)
VolumeN/A
Net Assets18.98M
ANWPX vs JOGIX Comparison Chart
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ANWPX vs. JOGIX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANWPX is a Buy and JOGIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 123B vs. JOGIX (19M). ANWPX pays higher dividends than JOGIX: ANWPX (0.58) vs JOGIX (0.00). ANWPX was incepted earlier than JOGIX: ANWPX (52 years) vs JOGIX (12 years). JOGIX (1.02) is less costly to investors than ANWPX (0.73). JOGIX is a more actively managed with annual turnover of: 86.19 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than JOGIX: ANWPX (250) vs JOGIX (100000). ANWPX annual gain was more profitable for investors over the last year : -9.70 vs. JOGIX (-33.16). ANWPX return over 5 years is better than : 35.93 vs. JOGIX (-29.59).
| ANWPX | JOGIX | ANWPX / JOGIX | |
| Total Expense Ratio | 0.73 | 0.99 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 1.02 | 72% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | -12.462 | -19.635 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 19M | 647,368% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -9.70 | -33.16 | 29% |
| Returns for 3 years | -5.78 | -43.35 | 13% |
| Returns for 5 years | 35.93 | -29.59 | -121% |
| Returns for 10 years | 42.33 | -35.91 | -118% |
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